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Jeffrey Perlmutter

Partner, Founder and Managing Director

Altium Wealth

United States, New York, Purchase

About Me

Jeff Perlmutter, CLU ChFC, is a managing partner at Altium Wealth Management. With over 30 years of financial planning experience, Jeff manages the many moving parts of his client's lives with an easy-going style that builds and sustains long standing relationships. His steady, direct manner and attention to detail, has been a hallmark of creating a pro-active service model for his clients. Prior to joining Altium, Jeff was a founding partner of Prosperian Wealth Management, and managed that firm for 10 years. A graduate of Boston University, Jeff currently lives in Chappaqua NY with his wife Tracey, and has 3 children, Jake, Josh and Ella. An aspiring tri-athlete, Jeff is currently train

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Profile Information

Partner, Founder and Managing Director

Altium Wealth

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Purchase

New York

United States

Sep 22, 2024

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